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  Name: Vista Wealth Management Group LLC
  City: PALO ALTO
  State: CA
  Zip: 94306
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,321,059,000
  Total Value Change : $143,152,000
  Securities Held Change : 12
   
All Securities Held : 204
  New Positions : 17
  Closed Positions : 8
  Increased Positions : 67
  Unchanged Positions : 39
  Decreased Positions : 81

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 76 New $0.00 $1,069,000 17,223 0.08% 1,069,000 17,223 0.191    N/A
   (BOXX)1 Year Chart         BOXX Alpha Architect 1-3 Month B... 79 New $0.00 $1,003,000 9,420 0.08% 1,003,000 9,420 0.324    N/A
   (CART)1 Year Chart         CART Maplebear Inc. 102 New $34.75 $593,000 15,900 0.04% 593,000 15,900 0.006    N/A
   (MU)1 Year Chart         MU Micron Technology Inc 148 New $123.00 $336,000 2,850 0.03% 336,000 2,850 0    Semiconductor - Memor...
   (PSX)1 Year Chart         PSX Phillips 66 166 New $145.08 $264,000 1,616 0.02% 264,000 1,616 0    Oil & Gas Refining, P...
   (BX)1 Year Chart         BX Blackstone Group LP 165 New $120.62 $264,000 2,010 0.02% 264,000 2,010 0    Asset Management
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 168 New $315.62 $259,000 816 0.02% 259,000 816 0.001    Home Furnishing Stores
   (KB)1 Year Chart         KB KB Financial Group Inc 172 New $59.02 $240,000 4,609 0.02% 240,000 4,609 0.001    Foreign Regional Banks
   (CL)1 Year Chart         CL Colgate Palmolive Co 177 New $94.46 $226,000 2,514 0.02% 226,000 2,514 0    Personal Products
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 178 New $0.00 $222,000 4,090 0.02% 222,000 4,090 0.005    N/A
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc 183 New $112.67 $215,000 1,765 0.02% 215,000 1,765 0    Asset Management
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 187 New $184.21 $202,000 1,191 0.02% 202,000 1,191 0    Communication Equipment
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 188 New $79.56 $200,000 2,483 0.02% 200,000 2,483 0.001    N/A
   (INFY)1 Year Chart         INFY Infosys Technologies Limite... 189 New $16.92 $185,000 10,290 0.01% 185,000 10,290 0    Technical & System So...
   (ICL)1 Year Chart         ICL Icl Group Inc 198 New $3.37 $74,000 13,663 0.01% 74,000 13,663 0.001    N/A
   (BLND)1 Year Chart         BLND Blend Labs, Inc. 199 New $2.80 $72,000 22,222 0.01% 72,000 22,222 0.01    N/A
   (MFG)1 Year Chart         MFG Mizuho Financial Group Inc 204 New $3.95 $45,000 11,274 0% 45,000 11,274 0.001    Foreign Money Center ...
      17 Records Found
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